Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMORGAN SMARTRETIREMENT INCOME R2 Pooled separate account in their Schedule of Assets, totaling $32K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOVIS GEORGIA, LLC GLOVIS GEORGIA 401K PLAN | WEST POINT GA | 107 | $3.4M | $32K |
